Financial Advocates Investment Management Jpmorgan Chase & CO Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Advocates Investment Management holds 20,389 shares of JPM stock, worth $5.51 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

20,389

Previous 20,133 1.27%

Holding current value

$5.51 Million

Previous $4.24 Million 15.18%

% of portfolio

0.29%

Previous 0.24%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$205.18 - $250.29 $52,526 - $64,074	256 Added 1.27%	20,389 $4.89 Million
Q3 2024 Oct 25, 2024	SELL	$194.9 - $224.8 $69,189 - $79,804	-355 Reduced 1.73%	20,133 $4.24 Million
Q2 2024 Jul 26, 2024	SELL	$180.08 - $204.79 $687,725 - $782,093	-3,819 Reduced 15.71%	20,488 $4.14 Million
Q1 2024 May 01, 2024	BUY	$167.09 - $200.3 $75,524 - $90,535	452 Added 1.89%	24,307 $4.87 Million
Q4 2023 Feb 08, 2024	SELL	$135.69 - $170.3 $78,293 - $98,263	-577 Reduced 2.36%	23,855 $4.06 Million
Q3 2023 Oct 27, 2023	BUY	$143.21 - $158.0 $30,503 - $33,654	213 Added 0.88%	24,432 $3.54 Million
Q2 2023 Aug 07, 2023	BUY	$127.47 - $145.44 $34,671 - $39,559	272 Added 1.14%	24,219 $3.52 Million
Q1 2023 May 11, 2023	BUY	$124.91 - $143.8 $147,893 - $170,259	1,184 Added 5.2%	23,947 $3.12 Million
Q4 2022 Feb 14, 2023	BUY	$101.96 - $137.84 $924,471 - $1.25 Million	9,067 Added 66.2%	22,763 $3.05 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $107,091 - $622,916	-5,166 Reduced 27.39%	13,696 $1.43 Million
Q2 2022 Aug 12, 2022	BUY	$112.61 - $135.91 $142,226 - $171,654	1,263 Added 7.18%	18,862 $2.12 Million
Q1 2022 May 11, 2022	SELL	$128.3 - $168.44 $76,723 - $100,727	-598 Reduced 3.29%	17,599 $2.4 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $110,221 - $122,994	716 Added 4.1%	18,197 $2.88 Million
Q3 2021 Nov 04, 2021	SELL	$146.97 - $166.98 $94,354 - $107,201	-642 Reduced 3.54%	17,481 $2.86 Million
Q2 2021 Aug 03, 2021	SELL	$147.37 - $166.44 $1.92 Million - $2.17 Million	-13,011 Reduced 41.79%	18,123 $2.81 Million
Q1 2021 May 10, 2021	BUY	$125.65 - $157.65 $827,907 - $1.04 Million	6,589 Added 26.84%	31,134 $3.65 Million
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $60,723 - $79,927	629 Added 2.63%	24,545 $3.12 Million
Q3 2020 Nov 04, 2020	SELL	$91.28 - $103.82 $148,147 - $168,499	-1,623 Reduced 6.35%	23,916 $2.3 Million
Q2 2020 Aug 14, 2020	BUY	$84.03 - $113.45 $641,989 - $866,758	7,640 Added 42.68%	25,539 $2.4 Million
Q1 2020 Apr 29, 2020	SELL	$79.03 - $141.09 $108,429 - $193,575	-1,372 Reduced 7.12%	17,899 $1.61 Million
Q4 2019 Feb 13, 2020	SELL	$111.82 - $139.4 $718,331 - $895,505	-6,424 Reduced 25.0%	19,271 $2.69 Million
Q3 2019 Nov 13, 2019	BUY	$104.8 - $120.23 $879,272 - $1.01 Million	8,390 Added 48.48%	25,695 $2.76 Million
Q2 2019 Aug 08, 2019	SELL	$104.64 - $116.12 $161,564 - $179,289	-1,544 Reduced 8.19%	17,305 $1.94 Million
Q1 2019 May 16, 2019	BUY	$97.11 - $107.19 $2,913 - $3,215	30 Added 0.16%	18,849 $1.91 Million
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $630,329 - $788,904	-6,841 Reduced 26.66%	18,819 $1.84 Million
Q3 2018 Nov 14, 2018	BUY	$103.61 - $118.63 $612,024 - $700,747	5,907 Added 29.9%	25,660 $0
Q2 2018 Aug 09, 2018	SELL	$103.24 - $114.29 $81,869 - $90,631	-793 Reduced 3.86%	19,753 $2.08 Million
Q1 2018 May 11, 2018	BUY	$107.01 - $118.77 $553,348 - $614,159	5,171 Added 33.63%	20,546 $2.26 Million
Q4 2017 Feb 15, 2018	BUY	$95.86 - $107.83 $1.47 Million - $1.66 Million	15,375	15,375 $1.48 Million

Others Institutions Holding JPM

# of Institutions

4,785

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.8M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $793B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Financial Advocates Investment Management Jpmorgan Chase & CO Transaction History